Remote Personal Assistant (Insurance Claims & Policy Support)

We are looking for a mature Remote Personal Assistant to support a Singapore-based Financial Advisor with insurance claims, policy servicing, and financial documentation. This is a highly structured administrative role involving regular data entry, document checking, claims submissions, policy updates, and follow-ups. The successful candidate must be comfortable performing repetitive tasks while maintaining a consistently high level of accuracy, patience, and professionalism. Direct experience in insurance claims, policy servicing, or financial advisory support is strongly preferred. Candidates who have previously supported a Financial Advisor, Insurance Advisor, or similar individual contributor will have a strong advantage. *Comprehensive step-by-step training will be provided. We are therefore looking for someone who takes their responsibilities seriously and is genuinely interested in building a stable, long-term working relationship. Key Responsibilities: Update and maintain clients’ financial portfolio consolidations using Excel and Google Sheets. Submit medical claims via insurer portals and email. Communicate with clients regarding updates, outstanding documents, and ongoing matters. Support policy servicing requests such as change of particulars, fund switches, and policy updates. Arrange client review appointments and maintain client databases. Support client servicing initiatives including event coordination and gift arrangements. Manage website enquiries and respond professionally to inbound queries. Handle data entry, document review, and administrative tracking with high accuracy. Requirements: Direct experience in insurance administration, claims processing, or policy servicing is strongly preferred. Familiarity with insurance policies, claims documentation, insurer portals, and policy servicing procedures. Experience handling financial documents, client records, confidential information, or compliance-related documentation. Proficient in Microsoft Excel/Google Sheets, including regular data entry, tracking, and record maintenance. Excellent written and spoken English , with the ability to communicate clearly and professionally. The ideal candidate is someone who: Highly meticulous, patient, and attentive to small details, particularly when reviewing financial and insurance documents. Comfortable performing repetitive administrative tasks accurately and consistently. Proactive and resourceful , with the ability to identify outstanding matters and follow through without constant reminders. A fast learner who can understand structured processes and quickly grasp technical knowledge. Able and willing to learn independently, research unfamiliar matters, and resolve routine issues where appropriate. Able to manage urgent requests, multiple deadlines, and competing priorities calmly and effectively (ie: tracking progress of claims, sending calendar reminders, updating sheets). Receptive to feedback and willing to follow established procedures and step-by-step workflows. Can be trusted to manage confidential financial and insurance information responsibly. Values stability and is committed to developing long-term expertise in claims and policy administration. Salary range: Singapore Dollars $600 - $1,000/month Working Hours: Monday to Friday: 10:00 AM – 7:00 PM (GMT+8 – Singapore Time)